• February 14, 2022

    Phil Smith

    Technical Support TBA Message on LinkedIn

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  • February 1, 2022

    Gary Prewett

    Financial Adviser & Director I have worked Financial Services industry for over 30 years, initially as a Financial Consultant with Prudential before becoming a Financial Adviser.  I was the Director of Glamorgan Financial Services before the merger with PDB Wealth Partners Ltd.  I am fully qualified to advise in most aspects of financial planning specialising […]

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  • January 7, 2022

    Matthew Harris

    Financial Adviser I’ve worked in Financial Services for nearly 40 years , starting my career with the Prudential before setting up Glamorgan Financial and after our recent merger, PDB Wealth Partners. I enjoy offering a full Financial Review Service to Clients , both existing and new, primarily giving Pension and Investment advice. The majority of […]

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  • Jayne Lock

    Protection Advisor I have had a career in Financial Services for over 30 years and a variety of roles.  I started my career working for the Principality Building Society and this led me to follow my interest in the Financial Sector. I worked for HSBC bank for many years and had various roles, I progressed […]

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  • Holly Rogers

    Paraplanner After completing my degree in Business Accounting, I began working as a Project Support Officer within Audit before joining the Financial Services industry as an Administrator in 2019. Since joining PDB Wealth as a Paraplanner in June 2021, I have been studying towards achieving the Chartered Insurance Institute’s Diploma in Regulated Financial Planning with […]

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  • Hannah Davies

    Senior Paraplanner Since obtaining my Diploma in financial advice in October 2018, I have enjoyed every moment of working within financial services. I joined the wonderful team at PDB Wealth Partners in March 2020 as a paraplanner and I have been fortunate to expand my knowledge even further working closely with the advisors on the […]

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  • Claire Ley

    Administrator I recently joined PDB Wealth Partners in September 2021 as an Adviser Support Administrator. My role within the company is to provide administrative support to the paraplanners and financial advisers. Away from work I enjoy spending time with my son, exploring new places and socialising with my family and friends.

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  • Caroline Windsor

    Paraplanner I have worked in financial services for over 30 years, starting my career with Lloyds Bank in 1988. After working in various roles including managing my own branch, and also attaining my mortgage qualification, I moved into Independent Financial Services in 2011. I joined PDB Wealth Partners in 2021 in the role of paraplanner. […]

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  • Vicky Mitchell

    Adviser Support After 15 years working in Tax in Kent and London, my family and I moved to South Wales in 2021. I joined PDB Wealth Partners in October 2021 as an Adviser Support. My role includes supporting the Financial Planning Consultants, preparing review documents and providing client support. Outside of work my time is […]

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  • Mandy Turner

    Senior Paraplanner My Financial Services career started in 1987 as a ‘Clerk Typist’ with Scottish Provident. My career progressed there to Client Services Manager for the Cardiff Branch Office. As the major life companies were closing their Cardiff Offices, I moved into the world of Independent Financial Advice in 1996.  I have worked in Financial […]

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